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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,615 | $178,174-65.4% | $156,181-60.5% | $137,256-55.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 12.81% | 84.19%-71.4pp | 64.87%-52.1pp | 220.34%-207.5pp |
| Employer contribution / active EE | $3,991 | $4,972-19.7% | $4,294-7.1% | $4,156-4.0% |
| Participant deferral / active EE | $6,385 | $6,888-7.3% | $6,132+4.1% | $6,407-0.3% |
| Admin fee / account holder | $225 | $17,404-98.7% | $14,586-98.5% | $12,270-98.2% |